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Job Description Senior Portfolio Research Analyst Position Overview The Kelton Financial Group is looking for a highly motivated extremely talented team player to join our investment team. We currently manage over $1B in assets and have a national presence with clients in 38 states. This position supports the firm advisors and staff in providing dedicated and personalized service to all our clients. The tasks required by this assignment will present exposure to the many aspects of the financial planning and investment advisory processes. There is a high level of commitment from the entire team to provide you with the mentoring required for your success in this position, but you must have the interpersonal skills, communication skills, analytical skills, self-motivation, and enthusiasm to excel. As a client service associate, you will be responsible for providing operational support to one or more financial advisors and the clients of the firm. Your responsibilities will include assisting clients, researching problems, processing account forms, maintaining account records, and preparing client correspondence and reports. You will be working in a fast paced, professional environment, while partnering and supporting the financial advisors to maintain and build new client relationships. Computer and technology skills are essential, with the ability to quickly learn new software. Key Areas of Responsibility Include but Are Not Limited To: · New account opening and ongoing maintenance, particularly various types of trust accounts · Assist with investment research and portfolio analysis · Ongoing service for existing clients, i.e. RMD distributions, IRA contributions, client website assistance · Work with clients on mortgages and securities backed loans · Understand and adopt the individualized and customized nature of our client relationships and service · Communicate, via email/mail/client portal, client forms/correspondence/reports as needed · Produce client and/or research reports as needed · Maintain records of interactions and tasks related to each client via entering notes into our client relationship management system · Document client meetings and correspondence in our CRM Key Qualifications: · B.A. or B.S. degree from an accredited four-year university · 5+ years experience in related position · Excellent interpersonal skills · Strong communication skills - verbal and written · Creative, critical, and open-minded thinking · Excellent attention to detail and accuracy · Ability to identify, meet, and follow through with tasks and documentation · Independent, self-motivated, resourceful, problem solver · Goal-oriented team player with a willingness and generosity to do whatever needs to be done to accomplish the objective as a team effort · Able to perform and track multiple tasks efficiently · Strong proficiency in Excel, Word, and Outlook required Benefits: · Competitive compensation and benefits · 401(k) plan · Health and dental insurance · Other types of insurance · Professional, career growth, team oriented, and enjoyable work environment Job Type: Full-time Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Health insurance, • Health savings account, • Life insurance, • Paid time off, • Bonus opportunities

Special Education teachers offer academic, emotional, and physical support while maintaining high expectations. You'll collaborate with general education teachers, school leaders, and families to analyze and respond to trends in student work samples and assessments and ensure compliance with Individ

Position: TEACHERS Salary Range: AA Degree - $18. Depending on Qualifications & Experience Filing Deadline: Open until filled JOB DUTIES: Teach a group of children ages 3-5 Plan, develop and carry out classroom goals and objectives Develop Individualized Learning plan (ILP) for each child Mainta

Our teachers become experts in their course content, and have a keen sense of how to motivate and inspire high school students. Math teachers use a variety of instructional strategies to cultivate student awareness of how to make sense of, persevere through, and solve problems. To meet these require

Uncommon Schools seeks an accomplished, passionate Music Teacher to join our faculty. High-level collaboration with Enrichment teachers and Director of Operations to create and plan for multiple performances throughout the school year.

Substitute Teacher Job Duties: Contributes to student learning, growth, and advancement.

Uncommon High School Science teachers work collaboratively across the network to prepare all students with the tools and knowledge to critically engage in the field of science and develop them into self-directed learners. Science teachers employ a variety of instructional strategies to develop a pas

All Uncommon Schools teachers hold primary responsibility for the implementation of Uncommon's curriculum and the success of our students. Therefore, Uncommon Schools seeks teachers who are committed to becoming best-in-class educators, who are continuously improving instructional practices through

Preschool Teacher Job Duties: Contributes to child learning, growth, and advancement.

Uncommon High School History teachers work in department teams to push students towards being self-guided learners. Our teachers become experts in their course content and have a keen sense of how to motivate and inspire high school students. To meet these requirements, you must enroll in a teacher

Position: TEACHERS Salary Range: AA Degree - $18. Depending on Qualifications & Experience Filing Deadline: Open until filled JOB DUTIES: Teach a group of children ages 3-5 Plan, develop and carry out classroom goals and objectives Develop Individualized Learning plan (ILP) for each child Mainta

Uncommon Middle School Science teachers work in grade-level teams to prepare all students with the tools and knowledge to critically engage in the field of science. Science teachers employ a variety of instructional strategies to develop a passion for scientific questioning and analysis in their stu

Preschool Teacher Job Duties: Contributes to child learning, growth, and advancement.

Our teachers develop subject mastery and have a keen sense of the socio-emotional changes middle school students experience. Teachers also use engaging instructional strategies to make history come alive! At the conclusion of eighth grade, students are prepared for the academic autonomy and college

Position: TEACHERS Salary Range: AA Degree - $18. Depending on Qualifications & Experience Filing Deadline: Open until filled JOB DUTIES: Teach a group of children ages 3-5 Plan, develop and carry out classroom goals and objectives Develop Individualized Learning plan (ILP) for each child Mainta

Uncommon High School Performing Arts Teachers foster a love for learning in every student. Teachers cultivate communication skills and build student self-confidence by sharing their expertise in musical theater. You'll collaborate with fellow performing arts teachers to develop a network-wide curric

Uncommon Elementary School Teachers cultivate a love for learning in every student from the very start. Our teachers and students engage in a culturally-responsive, fast-paced, and fun learning environment. We have built a community where teachers encourage our core values of respect and hard work w

Uncommon Middle School Math teachers work in grade level teams to help students grow towards being self-guided learners. At the heart of all math classes is a deep joy for mathematics, and our teachers work hard to refine their own mastery of the subject. Math teachers use a variety of instructional

Our teachers develop subject mastery and have a keen sense of the socio-emotional changes middle schoolers experience. Teachers are trained in a variety of research-based instructional strategies to prioritize discussion, ignite a passion for literature, build reading comprehension, and promote agen

Uncommon Schools teachers are required to become certified in the state of New York within a reasonable period after beginning employment. Uncommon High School Spanish teachers work in grade level and content teams to develop students who are global citizens. Our teachers become experts in their cou

Requirements for the Transitional A certificate are listed on the homepage of the NYS Education Department Teaching Certification under “Certification Requirements” in the category of ‘Career and Technical Teacher–Health Sciences-Emergency Medical Services 7-12’.

The Lead Teacher's role holds the primary responsibility for developing and implementing the curriculum, school culture, and the success of the school's students. Help develop school-wide culture that best fits the needs of our students, teachers and families. Be available for open houses, parent te

As a Music Teacher, you will be responsible for teaching music lessons to students according to the Guitar Center Lessons curriculum. As a Music Teacher, you will impact:. Partner with all students and families through frequent communication, building trusting relationships, and embracing the knowle

The Lead Teacher's role holds the primary responsibility for developing and implementing the curriculum, school culture, and the success of the school's students. Help develop school-wide culture that best fits the needs of our students, teachers and families. Be available for open houses, parent te

Be available for open houses, parent teacher conferences and other events involving parents. Our graduates will be prepared to return to their community as teachers, leaders, and architects of continued growth in the Capital Region. The Lead Teacher's role holds the primary responsibility for develo

The Lead Teacher's role holds the primary responsibility for developing and implementing the curriculum, school culture, and the success of the school's students. Help develop school-wide culture that best fits the needs of our students, teachers and families. Be available for open houses, parent te

As a Music Teacher, you will be responsible for teaching music lessons to students according to the Guitar Center Lessons curriculum. As a Music Teacher, you will impact:. Partner with all students and families through frequent communication, building trusting relationships, and embracing the knowle

The Special Education Teacher role holds the primary responsibility for developing, monitoring accommodations, and implementing the curriculum, school culture, and the success of the school's students with special needs. Help develop a school-wide culture that best fits the needs of our students, te